Sr. Executive Assistant at Locus

Richmond, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

05 May, 26

Salary

67000.0

Posted On

04 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Calendar Management, Event Planning, Project Coordination, Presentation Creation, Salesforce, Microsoft Office Suite, Communication, Organizational Skills, Customer Service, Active Listening, Document Management, Data Entry, Minute-Taking, Logistics Coordination, Problem Solving, Research Skills

Industry

Financial Services

Description

Description About Locus: At Locus, we know communities thrive when they have equitable access to capital. We collaborate with stakeholders across the community development ecosystem to invest in communities with strong aspirations, while addressing challenges like a shortage of affordable housing, limited access to fresh food, a lack of quality jobs, and clean energy innovation. We believe a capital system that centers community input and impact is essential to ensure that everyone, no matter their background, location, or economic status, can live in healthy, thriving places. Locus is the parent organization for a family of community development enterprises, which includes a nonprofit CDFI loan fund, a CDFI bank, a fund management practice, and a national guarantee program. With offices in Christiansburg and Richmond, Virginia, Locus offers innovative and flexible financing tools and strategic consulting services to individuals and organizations in underestimated and excluded communities, most of which are low-to-moderate income. Alongside our many partners, Locus has generated over $2 billion dollars in total impact. Locus is a nonprofit holding company regulated by the Federal Reserve. Locus Bank is an FDIC-insured, certified bank and B Corp offering products tailored to socially conscious investors. Locus Bank is a majority-owned subsidiary of Locus. Member FDIC. Equal Housing Lender. Learn more at www.locusimpact.org. Position Overview: The Senior Executive Assistant’s primary responsibilities will be to provide full administrative support to the Impact Investment Services (IIS) team. The Senior Executive Assistant reports directly to the VP of Corporate Governance and Administration. This full-time position will require occasional travel (as needed up to 25%) Essential Duties & Responsibilities: Provide administrative support to the IIS team, including but not limited to calendar management, coordinating logistics for virtual online and in-person team meetings, organizing IIS-hosted events and conferences, minute-taking, handling inquiries, scheduling, managing correspondence and meeting communications, and event planning as needed. Schedule, organize, collect & publish meeting documents for internal and external meetings, including agendas, pre-reading materials, and subject matter materials, as necessary. IIS calendar management, including screening, prioritizing, and scheduling meetings with internal staff, vendors, and key external relationships. Coordinate projects by supporting the planning, execution, and delivery of cross-functional initiatives, with a strong focus on content development and visual design. Creating/editing presentation materials using PowerPoint, Word documents, and general correspondence. Update and maintain contact/distribution information for key IIS stakeholders and clients. Maintain a logical, digital file structure for IIS documents and support team members in locating and saving documents. Assist in collecting documentation associated with prospects and new clients and transactions, to include transaction closings and client onboarding requirements such as Know Your Customer adoptions. Enter and update client, prospect, and opportunity data in Salesforce, ensuring records are accurate and organized. Assist in implementing Salesforce-related IIS data management and reporting processes as needed. Send notices, reminders, reports, and other communications to clients and other stakeholders in support of investor relations, asset management, servicing, and other activities. Respond to general Locus inquiries and direct requests to the appropriate individual within Locus. Provide a high level of service to internal and external customers. Manage tasks autonomously to ensure timely completion. Conduct other activities as mutually agreed to by this individual and their manager. Requirements Education, Experience, Certifications A minimum of 5 years of proven experience in an executive administrative position is required. Preferred experience in community development, finance, impact investing, philanthropy, and/or mission-driven organizations. Experience, knowledge of, or interest in working with place-focused philanthropic institutions and impact investing funds preferred. Bachelor’s degree from a 4-year college or university, including business courses, preferred but not required for candidates with significant prior experience in similar roles. Organizational Skills Exceptional organizational, decision-making, and record-keeping skills. Ability to self-start and meet deadlines with limited supervision and adapt to changing priorities. Effectively use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, and approaches to problems; translate high-level guidance into a goal-oriented action plan. Demonstrates the ability to set an independent schedule and execute work according to a plan, with a strong focus on results and overall effectiveness. Ability to manage concurrent events and projects of different sizes and types and handle multiple responsibilities simultaneously. Ability to process high volumes of work with minimal or no errors. Communication Verbal: Ability to communicate in a clear, comfortable, and confident manner with diverse internal and external stakeholders across multiple disciplines; communicate effectively in a way that supports teamwork, conveys insights to peers and managers in a concise manner, and proactively communicate with their manager about workload and priorities. Written: Demonstrated ability to write clear, organized, and accurate meeting minutes, emails, letters, and memos, which incorporate a range of information and analysis. Strong ability to clearly document processes and procedures. Active Listening: Give full attention to what others are saying, take time to understand the points being made, and receive coaching and feedback to adjust performance accordingly. Exceptional customer service skills required. Computer/Technology Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and Adobe is mandatory. Experience with Salesforce is required. Experience working within a board portal is preferred. Ability and willingness to learn new software applications and technologies is required. Demonstrated web research skills. Compensation and Benefits: $57,000-$67,000 annual salary, depending on skills and experience Annual bonus opportunity 18 days of PTO per year 13 paid holidays per year Medical, dental, vision, short- and long-term disability insurance Life Insurance Paid family leave options 401k savings plan with employer match Hybrid Remote (candidates within driving distance of the Richmond Locus office only) Locus is an Equal Opportunity Employer. Locus does not discriminate in hiring or employment practices on the basis of race, color, religion, gender, age, sexual orientation, marital or familial status, national origin, non-job-related disability, or status as a veteran.

Responsibilities

The Senior Executive Assistant will provide full administrative support to the Impact Investment Services team, including calendar management and event planning. This role also involves coordinating projects and managing communications with internal and external stakeholders.